Supermicro soared because of $4 trillion Nvidia—but Jensen Huang can walk away any time he wants

Supermicro soared because of  trillion Nvidia—but Jensen Huang can walk away any time he wants

By Amanda Gerut
Publication Date: 2026-04-06 07:02:00

When Nvidia CEO Jensen Huang got onstage at an event in his native Taiwan in 2024 to talk about the future of AI and supercomputers with Supermicro CEO and co-founder Charles Liang, the familiarity between the two was obvious.

“When we’re together, sometimes we speak Taiwanese, sometimes we speak Mandarin, and then when we disagree, we speak English,” Huang joked in English. 

Huang was there to give a keynote address alongside Liang, and the two marveled at stacked server racks as they slipped out in and out of English to joke and compliment each other on their respective tech.

“Very beautiful,” said Huang, as he gazed at a server. “Charles said that everything in here is Nvidia, for all the American citizens.”

At the time, their companies—located in San Jose and Santa Clara about a 15-minute-drive from each other in Silicon Valley—seemed in sync, and the two appeared jovial as they riffed in front of a packed crowd. But a high-profile scandal involving Supermicro has thrown a wrench into the tight relationship between the two companies, threatening a decades-long partnership that has made billions for each organization and helped power the AI boom.

In March, Supermicro co-founder Yih-Shyan “Wally” Liaw was arrested by federal agents in California on charges that he allegedly smuggled $2.5 billion worth of Nvidia-powered servers to China in 2024 and 2025. Liaw has pleaded not guilty and is free on a $5 million bond. Supermicro,…